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Each company's latest annual period, from SEC filings. Monetary filters use the selected currency; amounts are never converted. Companies with no annual report in the last 18 months are left out unless you include them.

46 companies

Ticker ▴	Company	Revenue	Net income	Net margin	Return on equity	Revenue growth	Diluted EPS
IVZ	Invesco Ltd. Finance & Real Estate · Year ended 2025-12-31 · USD	$6.38B	-$174.80M	-2.7%	-1.4%	5.1%	-$1.60
IWSH	Wright Investors Service Holdings, Inc. Finance & Real Estate · Year ended 2025-12-31 · USD	n/a	-$1.02M	n/a	-78.3%	n/a	-$0.05
KKR	KKR & Co. Inc. Finance & Real Estate · Year ended 2025-12-31 · USD	$19.46B	$2.37B	12.2%	7.7%	-11.0%	n/a
LAZ	Lazard, Inc. Finance & Real Estate · Year ended 2025-12-31 · USD	$3.10B	$236.83M	7.6%	26.0%	1.5%	$2.17
MC	Moelis & Co Finance & Real Estate · Year ended 2025-12-31 · USD	n/a	$259.62M	n/a	38.2%	n/a	n/a
MLCI	Mount Logan Capital Inc. Finance & Real Estate · Year ended 2025-12-31 · USD	$53.57M	-$60.85M	-113.6%	-66.9%	7.6%	-$7.08
MORN	Morningstar, Inc. Finance & Real Estate · Year ended 2025-12-31 · USD	$2.45B	$374.20M	15.3%	30.6%	7.5%	$8.87
NOAH	Noah Holdings Ltd Finance & Real Estate · Year ended 2025-12-31 · USD	$373.26M	$79.92M	21.4%	5.7%	4.8%	$0.23
OAK-PA	Brookfield Oaktree Holdings, LLC Finance & Real Estate · Year ended 2025-12-31 · USD	$679.55M	$249.24M	36.7%	11.0%	-12.6%	$1.88
OWL	Blue OWL Capital Inc. Finance & Real Estate · Year ended 2025-12-31 · USD	$2.87B	$78.83M	2.7%	1.3%	25.0%	$0.10
PJT	PJT Partners Inc. Finance & Real Estate · Year ended 2025-12-31 · USD	$1.71B	$180.12M	10.5%	58.4%	14.8%	n/a
RILY	BRC Group Holdings, Inc. Finance & Real Estate · Year ended 2025-12-31 · USD	$967.60M	$307.42M	31.8%	n/a	29.6%	$9.80
RPC	Ridgepost Capital, Inc. Finance & Real Estate · Year ended 2025-12-31 · USD	$297.35M	$19.50M	6.6%	4.8%	0.3%	$0.17
SAMG	Silvercrest Asset Management Group Inc. Finance & Real Estate · Year ended 2025-12-31 · USD	$125.32M	$4.88M	3.9%	9.7%	1.3%	$0.56
STEP	StepStone Group Inc. Finance & Real Estate · Year ended 2026-03-31 · USD	$1.99B	-$535.81M	-26.9%	n/a	69.7%	-$6.78
TPG	TPG Inc. Finance & Real Estate · Year ended 2025-12-31 · USD	$4.67B	$184.59M	4.0%	4.5%	33.4%	$0.45
TROW	T. Rowe Price Group Inc Finance & Real Estate · Year ended 2025-12-31 · USD	$7.31B	$2.09B	28.5%	19.2%	3.1%	$9.24
VALU	Value Line Inc Finance & Real Estate · Year ended 2026-04-30 · USD	$33.45M	$21.63M	64.7%	20.0%	-4.7%	n/a
VCTR	Victory Capital Holdings, Inc. Finance & Real Estate · Year ended 2025-12-31 · USD	$1.31B	$330.06M	25.3%	13.6%	46.2%	$4.08
VRTS	Virtus Investment Partners, Inc. Finance & Real Estate · Year ended 2025-12-31 · USD	$852.87M	$135.99M	15.9%	14.6%	-6.0%	$19.97
WHG	Westwood Holdings Group Inc Finance & Real Estate · Year ended 2025-12-31 · USD	$97.76M	$7.08M	7.2%	5.6%	3.2%	$0.79

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